XYZ

Block, Inc.
XYZ

Overview Fund Activity

987 hedge funds and large institutions have $27.2B invested in Block, Inc. in 2023 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 334 increasing their positions, 356 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-9
Holders Change %
-0.9%
% of All Funds
15.8%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.48%
New
129
Increased
334
Reduced
356
Closed
115
Calls
$2.74B
Puts
$2.79B
Net Calls
-$51.8M
Net Calls Change
+$58.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$947M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$373M
3
Coatue Management
Coatue Management
New York
+$310M
4
DIG
Dragoneer Investment Group
California
+$214M
5
Capital World Investors
Capital World Investors
California
+$133M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$231M
2
BCM
Bares Capital Management
Texas
-$175M
3
AM
Atreides Management
Massachusetts
-$159M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$146M
5
Goldman Sachs
Goldman Sachs
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
576
Geneos Wealth Management
Colorado
$376K +$53.1K +773 +16%
AAM
577
Azzad Asset Management
Virginia
$373K +$21.1K +307 +6%
V
578
Veritable
Delaware
$371K +$51.1K +744 +16%
TFP
579
Tilia Fiduciary Partners
North Carolina
$370K -$134K -1,954 -27%
JHCP
580
Jackson Hole Capital Partners
Oklahoma
$369K +$126K +1,829 +52%
CCA
581
Column Capital Advisors
Indiana
$368K – – –
SIG
582
Sargent Investment Group
Maryland
$365K -$2.6M -38,285 -88%
ICM
583
Ionic Capital Management
New York
$363K +$363K +5,287 New
MOS
584
MGO One Seven
Ohio
$362K -$33K -480 -8%
FCH
585
Freestone Capital Holdings
Washington
$359K +$20.7K +301 +6%
GT
586
Greenleaf Trust
Michigan
$357K +$28.3K +412 +9%
TFS
587
Thoroughbred Financial Services
Tennessee
$357K -$63.3K -924 -15%
CA
588
Carson Advisory
Georgia
$356K – – –
BP
589
Ballentine Partners
Massachusetts
$356K +$54.7K +797 +18%
1IA
590
1620 Investment Advisors
Massachusetts
$355K +$355K +10,085 New
PA
591
Procyon Advisors
Connecticut
$354K +$32.5K +473 +10%
AWA
592
Aaron Wealth Advisors
Illinois
$353K -$12.4K -180 -3%
IA
593
IFP Advisors
Florida
$353K -$201K -3,379 -36%
ICG
594
InterOcean Capital Group
Tennessee
$351K +$30.3K +442 +9%
YDMI
595
Y.D. More Investments
Israel
$347K -$214K -3,113 -38%
SB
596
Strategic Blueprint
Georgia
$347K +$18.9K +275 +6%
FS
597
Ferguson Shapiro
Georgia
$344K +$344K +5,011 New
AAIM
598
American Assets Investment Management
California
$343K – – –
Lazard Asset Management
599
Lazard Asset Management
New York
$341K -$1.21M -17,701 -78%
AC
600
Addison Capital
Pennsylvania
$339K -$847K -12,360 -71%
22 23
24
25 26